Administrative Assistant

About us

Crosby Private Wealth Advisors is a small business in Cherry Hill, NJ. We are professional and agile.

Our work environment includes:

• Modern office setting
• Built in Work-from-home days
• Growth opportunities

Duties:

• Answer and direct phone calls using the company's phone systems

• Provide excellent customer service to clients and visitors

• Marketing Event attendance 2-3 nights per month required

• Proofread and edit documents for accuracy and clarity
• Perform data entry tasks to input and update information in databases
• Opening and closing client accounts, tracking and treansferring accounts
• Assist with general office tasks such as filing, organizing, and maintaining office supplies
• Manage and update the Outlook Calendar for meetings and appointments
• Greet and assist visitors at the front deskclients for meetings
• Proficiently use Google Suite for various administrative tasks, excel, word, docusign

Requirements:

• Proven experience as an administrative assistant or in a similar role
• Excellent communication skills, both written and verbal
• Strong attention to detail and ability to proofread accurately
• Proficient in data entry a must
• Familiarity with office equipment and basic office management procedures
• Proficient in using Microsoft Office Suite, particularly Google Calendar
• Experience with DocuSign for electronic document signing is a plus
• Knowledge of Google Suite (Docs, Sheets, Slides) is preferred

This is an excellent opportunity for someone who is organized, detail-oriented, and enjoys providing administrative support in a professional office setting. If you meet the requirements above, we encourage you to apply for this position.

Job Type: Full-time

Pay: $60, $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Experience:

• Microsoft Excel: 1 year (Preferred)
• Microsoft Powerpoint: 1 year (Preferred)

Ability to Commute:

• Cherry Hill, NJ Preferred)

Ability to Relocate:

• Cherry Hill, NJ 08002: Relocate before starting work (Preferred)

Work Location: In person